Purchases and Sales Made in Q3 2024 in Bank Of New York Mellon Corp (BK)
This table provides information about the institutional ownership of Bank Of New York Mellon Corp (BK) during Q3 2024. The information is specifically focused on institutions that hold shares of Bank of New York Mellon Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-93- 0.42% |
$5.54K - $6.71K
|
22.1K
$1.73M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-95- 1.05% |
$5.66K - $6.86K
|
8.92K
$698K
|
|
Nov 13, 2024
Q3 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-98- 9.28% |
$5.83K - $7.07K
|
958
$75K
|
|
Nov 01, 2024
Q3 2024
|
Arrow Financial Corp
|
SELL
|
- |
-100- 7.69% |
$5.95K - $7.22K
|
1.2K
$93.9K
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
SELL
|
- |
-100- 3.45% |
$5.95K - $7.22K
|
2.8K
$219K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-101- 1.67% |
$6.01K - $7.29K
|
5.94K
$465K
|
|
Oct 01, 2024
Q3 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-106- 0.38% |
$6.31K - $7.65K
|
27.4K
$2.15M
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-106- 2.35% |
$6.31K - $7.65K
|
4.41K
$345K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-107- 0.9% |
$6.37K - $7.72K
|
11.8K
$925K
|
|
Nov 13, 2024
Q3 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-115- 2.35% |
$6.85K - $8.3K
|
4.78K
$374K
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-121- 0.7% |
$7.2K - $8.73K
|
17.3K
$1.35M
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-122- 1.31% |
$7.26K - $8.8K
|
9.21K
$721K
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-127- 2.27% |
$7.56K - $9.17K
|
5.47K
$428K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-130- 1.63% |
$7.74K - $9.38K
|
7.86K
$616K
|
|
Oct 31, 2024
Q3 2024
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-132- 5.82% |
$7.86K - $9.53K
|
2.14K
$167K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-136- 31.34% |
$8.1K - $9.82K
|
298
$23.3K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-136- 3.83% |
$8.1K - $9.82K
|
3.42K
$268K
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-139- 41.99% |
$8.28K - $10K
|
192
$15K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-147- 3.2% |
$8.75K - $10.6K
|
4.45K
$349K
|
|
Nov 04, 2024
Q3 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-150- 1.46% |
$8.93K - $10.8K
|
10.1K
$792K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-158- 45.93% |
$9.41K - $11.4K
|
186
$14.6K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-160- 2.4% |
$9.53K - $11.5K
|
6.52K
$510K
|
|
Oct 24, 2024
Q3 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-160- 2.14% |
$9.53K - $11.5K
|
7.31K
$572K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-165- 3.94% |
$9.82K - $11.9K
|
4.02K
$315K
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-171- 1.56% |
$10.2K - $12.3K
|
10.8K
$844K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-176- 2.04% |
$10.5K - $12.7K
|
8.47K
$663K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-177- 3.16% |
$10.5K - $12.8K
|
5.42K
$424K
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-179- 21.88% |
$10.7K - $12.9K
|
639
$50K
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-182- 2.7% |
$10.8K - $13.1K
|
6.55K
$513K
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-183- 4.41% |
$10.9K - $13.2K
|
3.96K
$310K
|
|
Oct 21, 2024
Q3 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-190- 0.86% |
$11.3K - $13.7K
|
21.8K
$1.71M
|
|
Nov 13, 2024
Q3 2024
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-198- 1.95% |
$11.8K - $14.3K
|
9.94K
$778K
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-200- 2.64% |
$11.9K - $14.4K
|
7.38K
$578K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-204- 0.44% |
$12.1K - $14.7K
|
45.9K
$3.6M
|
|
Nov 14, 2024
Q3 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-210- 0.78% |
$12.5K - $15.2K
|
26.6K
$2.08M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-213- 4.93% |
$12.7K - $15.4K
|
4.11K
$322K
|
|
Oct 31, 2024
Q3 2024
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-217- 2.87% |
$12.9K - $15.7K
|
7.35K
$575K
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-225- 1.0% |
$13.4K - $16.2K
|
22.2K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-229- 0.46% |
$13.6K - $16.5K
|
49.6K
$3.89M
|
|
Nov 13, 2024
Q3 2024
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-230- 2.33% |
$13.7K - $16.6K
|
9.63K
$754K
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-235- 4.41% |
$14K - $17K
|
5.1K
$399K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
SELL
|
- |
-239- 70.09% |
$14.2K - $17.2K
|
102
$7.99K
|
|
Nov 04, 2024
Q3 2024
|
Intrinsic Value Partners, LLC
|
SELL
|
- |
-239- 0.61% |
$14.2K - $17.2K
|
39.2K
$3.07M
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-245- 5.8% |
$14.6K - $17.7K
|
3.98K
$311K
|
|
Oct 03, 2024
Q3 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-250- 2.33% |
$14.9K - $18K
|
10.5K
$822K
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-259- 46.33% |
$15.4K - $18.7K
|
300
$23.5K
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-260- 1.03% |
$15.5K - $18.8K
|
25.1K
$1.96M
|
|
Oct 29, 2024
Q3 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-261- 1.36% |
$15.5K - $18.8K
|
18.9K
$1.48M
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-283- 2.33% |
$16.8K - $20.4K
|
11.9K
$928K
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-285- 3.68% |
$17K - $20.6K
|
7.45K
$583K
|